Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
S.L. LUE, M.D., INC.
EIN 95-3548210Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$11.4M assets
Welfare
0
Participants
6
690 CHAUCER ROAD - SAN MARINO, CA 91108626-571-4008
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $11.4M assets / 6 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#004
S.L. LUE, M.D., INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$6.2M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
S.L. LUE, M.D., INC. PROFIT SHARING PLAN
ProfitSharing
Assets$5.2M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | S.L. LUE, M.D., INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $6.2M | 2 | 2024 | |
| 003 | S.L. LUE, M.D., INC. PROFIT SHARING PLAN | ProfitSharing | $5.2M | 4 | 2024 |
Retirement plans